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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,706 | $74,535+32.4% | $100,712-2.0% | $82,637+19.4% |
| Participation rate | 67.6% | 61.2%+6.5pp | 69.3%-1.6pp | 68.1%-0.4pp |
| Annual return | 13.43% | 18.92%-5.5pp | 33.27%-19.8pp | 53.51%-40.1pp |
| Employer contribution / active EE | $2,741 | $1,503+82.4% | $2,313+18.5% | $2,552+7.4% |
| Participant deferral / active EE | $3,976 | $3,074+29.4% | $4,085-2.7% | $4,126-3.6% |
| Admin fee / account holder | $1,265 | $6,576-80.8% | $9,256-86.3% | $7,339-82.8% |